Morgan Stanley
International Registered CSA
$35K–$90K
New York, New York · On-site · Full-time · Posted Jul 15, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, client communications, and office coordination.
What you'll do
- Support client relationships by handling account inquiries, money movement, onboarding, documentation, digital tools, and orders at the direction of clients or advisor teams.
- Provide administrative support, including calls, calendar and meeting coordination, travel itineraries, expense reports, and document handling.
- Assist advisor teams with marketing, business plans, and client service, while keeping current on firm policies, procedures, and platforms.
What they ask for
- High School Diploma/Equivalency.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
USD $35,360 to $90,000 per year, base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative